Settings & Admin
Running the workspace
Settings is where a workspace is shaped: who is on the team and what they may do, which tools feed Clynto, how accounts are scored, what the AI costs, and how the workspace itself is kept healthy. Most of this chapter is for admins and owners.
At a glance
- Settings has five groups: Workspace, Account rules, AI & communication, System and Help & you. Related pages are tabs inside one page (for example Team & access holds Members and Permissions).
- Permissions adds per-person switches on top of roles — 47 of them.
- The Company profile now lives on the Workspace page (Settings → Workspace → Workspace details), which has tabs for Overview, Company profile, Our domains, Pages (switch Manager View and RevOps on or off) and Danger zone.
- System health shows whether every background job is alive.
Articles
A map of Settings
The header shows your workspace name.
Your profile and signing out
Your own settings live on Your profile (/profile), opened from the user menu at the bottom of the sidebar.
Members and roles
Settings → Organization → Members.
Permissions
Settings → Permissions (Owner and Managers) adds fine-grained, per-person switches on top of roles.
Organization details and company profile
Settings → Organization shows the workspace name, plan, your sign-in details and role.
Health rules
Settings → Account rules → Health rules holds each profile's health weights and Healthy / Watch / At Risk cutoffs, the automatic recompute status with Recompute now,…
Integrations and what they bring in
Connect tools under Settings → Integrations (needs integrations.manage).
Sync schedules
Each integration can sync on a schedule: Settings → Integrations → Sync history & schedule.
Freshdesk: history and live updates
Open Settings → Integrations → Freshdesk → Sync history & schedule.
The audit log
Settings → System info → Audit log (needs audit.view).
System health
Clynto's background jobs run in one process at a time — either the web server or a separate background worker — chosen by a lease in the database, so a job never runs…
Subscription, tokens and usage
Every workspace starts with a 7-day free trial and 2,000,000 AI tokens, shared by the whole team.
Plans, cards and extra tokens
Settings → Billing → Payment method shows the card on file (brand, last four digits, expiry) and Replace card; Billing history lists past invoices; Subscription & usage…
Deactivating or deleting the organization
Settings → Organization → Danger zone (Owner only; Managers see the options but are asked to contact the Owner).